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Descartes Systems Group Inc. (The) (DSG $135.53)
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Kinaxis Inc. (KXS $190.03)
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goeasy Ltd. (GSY $210.31)
Q: I noticed you prefer KSX over DSG recently, and I’m wondering why. Or is GSY the better choice of the three? I have held all three for a few years and due to timing issues I have a much higher gain on DSG and GSY. I know past performance does not guarantee future results, but can’t get over my negative bias towards KSX. Also I have too many different stocks and know I should concentrate more. (I.e. 20 vs 30+)
5i Research Answer:
While we continue to like both KXS and DSG, and we would be highly comfortable with either...